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iShares California Muni Bond ETF
CMF

Overview Fund Activity

47 hedge funds and large institutions have $109M invested in iShares California Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$23.7M
2
Jane Street
2
Jane Street
New York
$4.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.92M
5
U
5
UBS
Switzerland
$6.76M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.5M
2
MA
2
MUFG Americas
New York
$1.78M
3
PI
3
Placemark Investments
Illinois
$1.08M
4
Barclays
4
Barclays
United Kingdom
$140K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
FCA Corp
Texas
$302K – – –
QCMC
27
Quantum Capital Management (California)
California
$275K – – –
SEIA
28
Signature Estate & Investment Advisors
California
$254K +$4.99K +86 +2%
RW
29
Rand Wealth
Maryland
$237K +$237K +4,086 New
CNB
30
City National Bank
California
$231K – – –
Deutsche Bank
31
Deutsche Bank
Germany
$231K – – –
EWM
32
Empirical Wealth Management
Washington
$231K +$695 +12 +0.3%
CCM
33
Coe Capital Management
Illinois
$229K – – –
AL
34
Aspiriant LLC
California
$222K – – –
PAS
35
Partnervest Advisory Services
California
$221K +$53.1K +918 +32%
Ameriprise
36
Ameriprise
Minnesota
$212K +$171K +2,958 +419%
WCM
37
Wealthcare Capital Management
Virginia
$204K -$50.6K -874 -20%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$194K -$378K -6,512 -66%
AIG
39
American International Group
New York
$172K +$172K +2,968 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$164K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$153K +$81K +1,398 +113%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$150K -$183K -3,160 -55%
Barclays
43
Barclays
United Kingdom
$140K -$486K -8,418 -78%
TIM
44
Tortoise Investment Management
New York
$58K – – –
GI
45
Gradient Investments
Minnesota
$41K – – –
NES
46
New England Securities
New York
$10K – – –
AssetMark Inc
47
AssetMark Inc
California
$5K -$13.9K -250 -74%
BOTW
48
Bank of the West
California
– -$279K -4,926 Closed
VKH
49
Virtu KCG Holdings
New York
– -$266K -4,692 Closed
CCS
50
Crosspoint Capital Strategies
California
– -$55K -964 Closed
1
2
3